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📈A-share Market｜Precious-metal sector shows repeated intraday strength, gold concept attracts concentrated capital competition
On August 27, the gold sector experienced multiple abnormal rises, with profit-making effects spreading within the sector.
Market trigger catalyst: International spot-gold rose over 0.7% intraday, spot silver surged about 2%, and commodity price increases boosted risk-on sentiment in the A-share gold sector.
Macro underlying logic: U.S. long-term Treasury yields fluctuate at high levels, the U.S. dollar index weakens, combined with global risk-hedging demand, the hedge attribute of gold gains capital attention.
⚠️Market detail reminder: During this round of sector rise, short-term thematic speculation is strong; some stocks show limited profit elasticity from gold price increases to earnings, with the market driven more by market sentiment.
Precious metals belong to a high-cyclical sector, with price trends influenced by multiple variables including international gold prices, exchange rates, and U.S. dollar liquidity. Short-term trading speculation is very strong; pay attention to position management, as chasing highs carries significant risk. $SNDK surged more than 3 points again after hours because $NVDA released its earnings report. It’s following Nvidia, nothing else.
This company is really not the same as the old USB flash drive maker anymore. Data center revenue has increased more than tenfold, gross margin has reached over 84%, and it has signed long-term contracts with cloud providers locking in nearly $100 billion. Two-thirds of its capacity through 2028 has guaranteed minimum prices. Institutions have a low target of 2200 and some are calling for 3000.
But honestly, the recent trend is driven more by sentiment than fundamentals. The contract market is too crowded, with open interest at 1.7 billion, the highest in the market. Long positions with 75x leverage are clustered, so a 1% price shake can trigger liquidations. The chain liquidation event at the end of July is still fresh in memory.
I still hold my position but dare not add more. The after-hours looks strong, but how it moves during the day depends on the US stock market open. If Nvidia reverses its recent downtrend, SanDisk will likely follow Nvidia with a small upward rally. #财报观察员：英伟达超预期，软件收入开始兑现 $BTC IS UP 23% THIS WEEK BUT THIS DOESN'T LOOK LIKE A LEVERAGE CASINO PUMP 👇 WHAT REALLY HAPPENED: THE SQUEEZE Shorts got obliterated. $1.37B liquidated on the 19th $739M liquidated on the 21st Cautious sentiment = fuel for a violent move up THE DIFFERENCE THIS TIME After the squeeze, we DIDN'T see degenerate leverage come back. Perp OI: Dropped to 284,000 BTC Funding Rate: Back to neutral Translation: This rally wasn't just contracts pushing each other up. THE REAL MONEY Spot + Perp volume: +1$CL $BZ The crude oil bulls are playing with fire! Bears are sharpening their knives above 88, who will take the last baton?
When the war gunfire sounds, retail investors rush in, but the whales are counting chips.
Simply put, Russia is about to escalate against Ukraine, and oil prices got scared down to 88. But don’t get carried away—88 is a strong ceiling, RSI momentum is already fading, chasing longs now is like being a live lightning rod.
Even scarier, the long whale positions in BZ crude oil are as high as 413%, but their average cost is 87.62, so they’re basically not making money. If the oil price trembles even a bit, these leveraged longs will stampede to escape, racing to see who can run fastest. On the CL side, there are big players chasing longs with 20x leverage, and new addresses are pouring in 5 million—history repeatedly proves this kind of “extreme greed” is often a top signal.
My blunt truth: The geopolitical price surge has already been played once; if 88 doesn’t break, expect a pullback.
Trading strategy: BZ conservative traders enter longs near 84, shorts near 89; aggressive traders enter shorts now.
CL conservative traders enter longs near 81, shorts near 83; aggressive traders enter shorts now.
Remember, on the eve of a big battle, chasing highs is the original sin, lying low and waiting is the king’s move. #美国核心PCE持平上月，沃什杰克逊霍尔讲话如何定调？ #财报观察员：英伟达超预期，软件收入开始兑现 #BTC冲高回落，期权到期放大关口博弈 Once Nvidia's earnings report came out, I immediately exclaimed that the classic script of "good news turning into bad news upon realization" has played out again.
Revenue doubled to 96.2 billion, data center revenue surged 117% to 89 billion, and Jensen Huang declared AI has reached an inflection point. Next quarter's guidance is 108 billion, exceeding market expectations. But after-hours trading still dipped slightly, following the same pattern as SKHYNIX and SNDK — explosive earnings are standard, the 12% rise this year has priced in too much, and it's normal for funds to sell on good news.
The market is now focused on the substance: can the 75% gross margin hold? Will storage price hikes squeeze profits? And that 500 billion computing power financing platform with Wall Street, using chips as collateral for loans — Morgan Stanley said "the logic makes sense but the risks are hard to quantify," sounds wild but the waters are deep.
Turning back to BTC and crypto markets, Nvidia's NVDA earnings report is a reassurance for AI hardware, upstream demand remains intact. But if AI stocks plateau or pull back from highs, the overflow money could indeed flow into crypto. BTC is still hovering around 80,000, macro and options catalysts haven't materialized, altcoins and Meme coins rotate quickly, funds are looking for an outlet but no consensus yet. Let's watch first, wait for confirmation of AI stock fund overflow before following, don't rush in early. #EarningsObserver #NVDA #BTC #AI $ETH $BTC This surge in BICO is really baffling. Is it going back to its peak? Keep in mind its all-time high was $8, and now it’s not even close to a fraction of that. This looks more like a "dead coin revival" hype rather than a fundamental turnaround.
The sudden rise without any warning—is it going to break new highs again? Honestly, BICO is fully circulating now, with no large unlocking pressure. The top 100 wallets control the vast majority of the supply—so a pump only needs a few big holders working together, and a dump just requires them to click a mouse. Once the bulls take profits, the price will plummet like free fall—previously it crashed 41% from the high in a single day, leaving those chasing the top stranded.
This time, the shorts are on the brink of liquidation risk. Funding rates remain deeply negative, down to -0.2658%, meaning shorts pay daily to hold positions, betting on a price drop, but the price doesn’t fall and instead rises—the shorts are losing more and more but holding on. Futures volume exceeds $1.1 billion, 10 times the spot volume, and the highly leveraged shorts could be wiped out at any moment.
There is no support, only extreme wicks. All moving averages are pressing from above, with price below EMA5≈0.0224, EMA10≈0.0222, and EMA20≈0.0244, indicating a weak trend. 0.0174 is the last line of defense; breaking it would target the previous low at 0.0112.
This market is not for the faint-hearted. Shorts are watching 0.0174—if it breaks, they add more; bulls watch 0.022—if it can’t hold, it’s just a weak rebound. Get the direction right and you feast; get it wrong and you get liquidated instantly. $KO 🥤KO｜A textbook-level defensive staple target
Beverage demand is strongly sticky, with minimal impact from technological iteration and innovation. Coca-Cola relies on its deeply ingrained brand moat, stable and robust free cash flow, and decades-long continuous dividend shareholder-return record, making it a preferred safe-haven choice for capital in volatile markets.
Comparing year-to-date (YTD) returns as of 8/23, KO has risen +31.0% this year, significantly outperforming most M7 tech giants.
Behind this market trend is a typical sector-rotation: as volatility rises and valuation competition intensifies among high-growth AI stocks, capital begins to flee the high-volatility growth track and reallocates to consumer defensive assets with more certain cash flow, hedging portfolio volatility.
⚠️Additional reminder: Defensive stocks do not mean they will always rise. In a bull market environment with broadly improved risk appetite, consumer sectors often underperform the tech growth mainline. There is no absolute superiority in style; it depends on the current macro liquidity and market sentiment cycle. #美国核心PCE持平上月，沃什杰克逊霍尔讲话如何定调？ The semis are telling two very different stories heading into $NVDA earnings. 👀
Memory is quietly repairing: $SNDK +1%, $MU +1%, $WDC +3%.
Meanwhile, $NVDA is down 1% and $AVGO is down 2%.
That’s the key signal.
The morning PCE print kept rates tight, but we’re not seeing another storage-led unwind. Instead, the market looks like it’s separating the NAND scare from the bigger question.
#DailyOrbit Gold quietly rose again before Powell's speech; don't just see it as a safe haven. The real main theme behind this is the dollar depreciation trade—the U.S. Treasury expanded the repurchase scale of long-term bonds, directly triggering concerns about depreciation, causing gold prices to rise more than 5% last week. This theme actually spans both gold and $BTC: in the long run, both serve as hedges against the purchasing power erosion of fiat currency. But there's a distinction to clarify—short-term Bitcoin daily charts are extremely overbought and stuck just below previous highs, repeatedly grinding, whereas gold is a purer, less leveraged expression of depreciation. So you'll see that I prefer holding spot and hard assets rather than chasing long BTC contracts at this kind of level. Depreciation is a slow variable; there's no need to go all in to chase one or two days of gains. Talking about the next round of altcoin definite hotspots, I'll also review the current main tracks.
In the RWA direction, ONDO still stands out, with track expansion and institutional narratives giving it an edge in both recognition and fundamentals. The core of DeFi remains UNI; MORPHO is more flexible but less certain than UNI and AAVE, so position allocation needs careful consideration. Regarding retail sentiment, in big market moves DOGE is still the easiest to form a nationwide consensus, as Musk can ignite it with just a shout; PEPE is dragging, and some think PENGU is a better watch.
As for dark horses, Algorand has long been overlooked with a low position, but rotation could exceed expectations; TON is like ZEC in its early days—high in buzz but very emotional in price action, with extreme rallies and pullbacks.
Looking at the top 100 list by 90-day performance, LIT and PUMP have surged wildly, with SPX, ENA, AAVE, UNI, and HYPE also near the top. Indeed, different altcoin tracks are gradually reestablishing main lines, and capital is searching for footholds.
But let's be realistic: BTC is still struggling around 80,000, with options expiry and macro factors unresolved. Chasing altcoin hotspots now risks being shaken out. Capital rotation needs BTC to stabilize and ETH to confirm risk appetite; only then will mainstream altcoins take over as a true signal. Single-coin pulses hitting highs have low reference value; collective volume increase across multiple coins is the real inflow. Don't let FOMO push you into all-in altcoin bets; defend and wait for clear direction before scaling in at low multiples—don't catch the last baton.#BTC surge and pullback, options expiration amplifies the key level battle
The earlier surge was because K33 provided data indicating that this rally included the largest single-day short squeeze on record. Simply put, shorts were flushed out in one wave, and futures open interest dropped significantly. Much of the previous price increase was driven by short covering rather than natural buying demand.
On the other hand, ETFs have indeed seen continuous inflows, with a net inflow of $1.92 billion last week, showing incremental capital entering the market. After the price was pushed up, more holders wanted to exit. The sell and buy orders clashed head-on around the 80,000 level.
The real test comes tomorrow. On August 28, about $6.44 billion worth of BTC options will expire, with most positions concentrated between 75,000 and 80,000. Both bulls and bears have incentives to push the price in their favor at this key level, so volatility will significantly increase near expiration.
What happens next depends on two key factors. The short squeeze effect is already weakening, and the gains driven by short covering have mostly been absorbed. Next, it depends on whether ETF and spot buying can continue to absorb the selling pressure at high levels.
The direction of the options battle is also crucial. If the price holds around 80,000, many put options will expire worthless, forcing buyers and market makers to buy to hedge, which could create upward momentum. If it breaks below 80,000 and puts start to be exercised, market makers may be forced to sell, which would push the price down.
Overall, be patient at this juncture. Wait for the direction to become clear before making a move; don’t rush.
$BTC $ETH BTC's current round is not just about technicals; macro factors and Nvidia are pricing in together.
The daily chart shows a rapid rise from around $64,000 to the current price of about $78,800, with the MA5 around $78,500, and the price close to resistance near $79,400. RSI6/12 is already above 80, MACD remains bullish, but the momentum bars are starting to shorten.
The 4-hour structure is less heated: MA7/MA25 are about $78,700/$78,400, RSI has returned to 50–63, releasing some of the overheat; the problem is volume is also decreasing, and the consolidation after the $81,300 high has not yet chosen a direction.
Two macro forces are pulling: July PCE year-over-year at 3.7% slightly above expectations, and the 10-year US Treasury yield once reached 4.65%, suppressing high-valuation assets; Nvidia's Q2 revenue was $96.2 billion, EPS $2.22, Q3 revenue guidance $108 billion, all above expectations, but Q3 gross margin guidance was lowered from 75% to 74%.
I'm not in a hurry to label this a "breakout" or "top" yet; let's first see if spot trading around $78,000 is willing to continue turnover before Warsh's speech on Friday.
#BTC #Bitcoin #Nvidia #PCE #Macroeconomics $ZEC has already reached a short-term peak because the temporary positive factors have been realized. The most important positive factor for ZEC's sharp rise in the past two weeks is the application for ETF listing, which was listed yesterday.
Moreover, from the past performance of various tokens after ETF approval, we can see that once a coin's ETF is approved, there is usually a decline period lasting several months. $ETH, $BTC, and Sol all showed weakness after their ETFs were approved.
You can consider a small short position first, since BTC has also reached the absolute resistance level on the weekly chart. As soon as a pullback occurs, ZEC will definitely follow the trend and drop significantly.NVIDIA is just the first half of this week; the real second half switch is the upcoming Jackson Hole and Powell's speeches. Don't be fooled by the rebound after earnings on the market; the macroeconomic line hasn't loosened at all: July PCE inflation at 3.7% exceeded expectations, oil prices have rebounded again, and the market's pricing for a September rate hike is still rising. Against this backdrop, I always question the voices saying "all bad news is priced in, go all in" on the timeline. Chasing high-risk assets in a rate hike cycle is like sitting at a poker table knowing your opponent is raising and still hoping to catch a straight by luck. My approach is simple: don't go all in or bet on direction before the event concludes; save your bullets until the cards on the table are clear. #BTC surge and pullback, options expiration amplifies key level battle
I am Brother Ci. After BTC surged to 80000 and then pulled back, the concentrated options expiration amplified the key level battle. On August 28, about $6.44 billion worth of BTC options will expire, with some positions distributed between 75000 and 80000. Both bulls and bears will make moves in the last two days.
K33 research shows that this round of rally included the largest single-day short squeeze on record. The open interest in futures then declined, indicating that short covering was a major driving force behind the previous gains. ETFs saw a net inflow of $1.92 billion last week; incremental funds are entering the market, but the rapid price surge has also increased holders' willingness to realize profits. The short squeeze effect is weakening. Whether ETFs and spot buying can continue to absorb high-level selling will determine if this rally is a trend recovery or a temporary rebound.
The direction hasn't changed, but the rhythm is shifting. Brother Ci has finished speaking; savor it carefully. $BTC $ETH $SOL $KO 📊 Chart snapshot: KO Coca‑Cola outperforms Magnificent‑7 YTD.
Performance as of Aug‑23, YTD 2026 returns:
KO +31.0%
AMZN +13.5%
AAPL +14.2%
NVDA +11.8%
GOOG +9.81%
MSFT +0.76%
META ‑15.3%
TSLA ‑22.4%
Defensive staple Coca‑Cola tops Magnificent‑7 returns. This signals notable sector‑rotation flow. As rich‑valued AI names turn volatile, capital chases stable‑cash‑flow defensive plays for safety premium. Market sentiment shifts toward value & stability.BTC at $80K: PCE Was Predictable, Now Powell Holds the Key 📊 Pharaoh’s Market Watch My DMs are blowing up again with the same question: With core PCE holding steady, can $BTC stay above $80K? My answer is simple: the PCE numbers landed almost exactly as expected, so they didn’t give the market a fresh catalyst. Core PCE came in at 0.2% month-over-month and 3.3% year-over-year, unchanged from the previous reading. Inflation remains well above the Fed’s 2% target. Headline PCE rose 0.2% month-oveNVIDIA's earnings report has effectively confirmed the storage segment: management explicitly stated they will secure memory supply, and AI computing power shortages will last at least until fiscal year 2028. Kioxia is planning to build a new chip factory in Japan, and multiple institutions predict global memory shortages will persist until 2027. The rise of $NVDA is one thing, but what interests me more is that this is a rare market anchored by a real supply-demand cycle, unlike the crypto space narratives driven purely by liquidity. But don't get carried away: Saxo Bank's strategists soberly remind us that the next phase of the storage market depends on how much memory each accelerator can hold and whether real demand can absorb the new capacity, rather than just price hikes from shortages. Only cycles with fundamentals are worth following slowly; don't get excited and treat it as just another momentum play.#财报观察员：英伟达超预期，软件收入开始兑现
NVIDIA's earnings report is so strong that it leaves almost no room for bears to explain away.
Q2 revenue was $96.2 billion, with data center revenue at $89 billion. The Q3 guidance was directly raised to $108 billion, and the company specifically noted that the guidance does not assume any revenue from China's data center computing power.
In other words, the AI infrastructure machine is still running at high speed.
This is also why NVIDIA has never been just NVIDIA. It is the pricing anchor for the entire US stock AI trade. Whether cloud providers' capex can continue to surge, whether HBM, optical modules, switches, and the power chain can maintain high prosperity, the market first looks to this company for answers. Today it gave them, and gave them firmly.
But on the other hand, the macro environment has not fully cooperated. The US core PCE in July was 3.3% year-over-year, indicating inflation is not out of control, but also far from a level that would make the market comfortably embrace easing. This is the most delicate point in the US stock market right now. Earnings are very strong, especially for AI leaders; but the interest rate side is unwilling to fully yield.
So the most critical contradiction going forward is not "whether AI is still viable," but "whether AI's profit realization can continue to outweigh valuation and interest rate pressures." If inflation continues to stick, even the best companies will face the problem of rising valuation discount rates. In recent trading days, Bitcoin's rebound has welcomed a warm current from traditional finance. Data shows that US spot Bitcoin ETFs saw net inflows of over $2 billion in just five trading days, a rate of rapid inflow that is quite rare for a ten-month period of continuous strength. While the numbers themselves are impressive, what's even more worth pondering is the rhythm and background of this capital inflow. In the past, we often saw institutional funds entering tentatively only when prices hit rock bottom. This time, Bitcoin has rebounded significantly from previous lows, yet ETF funds continue to maintain steady entry pace. This shows that some institutional investors are not obsessed with waiting for deeper discounts, but are gradually building exposure at current prices. This persistence of "buying more as prices rise" somewhat reflects real demand more than a single explosive inflow. However, we don't need to rush to elevate institutions to the throne. Large funds entering the market does not mean they have grasped the next precise market turning point. Many funds plan their building cycles on a monthly or even annual basis, and short-term price fluctuations are not the core variable in their decisions. Therefore, I prefer to understand the ETF inflows over these two weeks as a reflection of structural demand rather than endorsing short-term gains. The upcoming window of observation is actually more interesting. If Bitcoin enters a sideways consolidation or a conventional pullback occurs, while spot ETFs maintain substantial net inflows, the value of this signal will significantly increase. After all, those willing to sustain support during volatility and correction#财报观察员：英伟达超预期，软件收入开始兑现
The most important aspect of Nvidia's earnings report is not that revenue has doubled again, but that AI demand still outpaces supply. The current growth constraints are no longer just GPUs, but also memory, networking, data centers, and power. This indicates that the AI mega-cycle is far from over; the opportunity is beginning to spread from Nvidia to the entire industry chain. In recent years, the most profitable bottleneck was the "GPU shortage"; the next phase is to identify what AI expansion will lack the most.
Looking further ahead, the true watershed for AI is whether it can generate profit. The giants spending hundreds of billions of dollars on computing power is just the beginning; ultimately, it will depend on Agents, software, autonomous driving, and robotics to convert computing power into revenue and cash flow. Therefore, the future of AI follows two paths: upstream to find bottlenecks, and downstream to find applications. Whoever solves AI's most critical shortages and truly makes money with AI is likely to be the winner in the next phase.The full set of US PCE data has been released, overall stronger than expected!
Core PCE inflation remains flat with no sign of decline, and both personal consumption and durable goods orders exceeded expectations.
In short, the US economy remains resilient, inflation has not cooled further, and the market's expectation for a rapid rate cut has been directly dampened.
For gold, the data is bearish; it is difficult to see a strong one-sided rally in the short term, and it is likely to face pressure and fluctuate, so avoid blindly chasing longs.
For $BTC and $ETH, without major positive catalysts and with rate cut expectations delayed, the market is unlikely to explode directly and will most likely remain in a choppy consolidation pattern.
#美国核心PCE持平上月，沃什杰克逊霍尔讲话如何定调？ In the past, the most common logic when people watched $BTC was: when Nasdaq rose, BTC rose too; When tech stocks fell, BTC couldn't stay unaffected. But Ophelia Snyder recently made an interesting observation: BTC may be slowly shifting from a "high-volatility risk asset" to a "currency credit trade." What does that mean? In the past, buying BTC was mostly about trading liquidity, risk appetite, and tech growth narratives. Now another logic is emerging: rising US debt pressures → the market starts discussing the dollar and fiscal credit; → $XAU strengthening→ BTC is also starting to be viewed within the same framework. In other words, BTC is no longer just a "digital tech stock"; it is gaining an additional gold-like attribute: when the market starts worrying about fiat credit, fiscal deficits, and long-term debt, some funds treat BTC as an asset to hedge the risks of the traditional monetary system. But this does not mean BTC has completely turned into gold. It still has strong risk asset attributes and will fall when liquidity tightens. What is truly worth watching is whether BTC will continue to follow the Nasdaq or start to follow gold more clearly when discussions about US debt pressure and dollar credit heat up again. If this correlation continues to change, BTC's pricing logic may also change. #黄金ETF大额吸金, how safe-haven funds are reallocated $ZRO jumped 20% after LayerZero unveiled ATLAS.
The key isn’t the pump — it’s the new token economics.
ATLAS can support crypto, perps and tokenized assets, while 75% of remaining fees will be used to buy and burn $ZRO . ZRO also gains staking and gas utility.
Now the question is simple:
Can real trading volume turn this into sustainable ZRO demand?#PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest 在近期主流币种普遍震荡的背景下，$OKB 的表现显得格外醒目，成为前十名中技术形态最稳健的资产之一。其相对强弱指标目前约在 76，虽已进入强势区间，但仍未触及 80 的过热警戒线，意味着上行动能尚未完全透支，短线仍有观察空间。 这轮走势背后，并非单纯的资金情绪驱动，而是有较为扎实的机构背书。ICE 以战略投资者身份入股 OKX，给出的估值高达 2500 亿美元，这为市场注入了相当分量的信心。机构资金的认可往往比散户情绪更具持续性，也让 OKB 在同类资产中多了一层安全垫。 从供给结构看，OKB 的总供应量被锁定为 2100 万枚，配合持续的销毁与回购机制，形成了一种天然的稀缺性支撑。在加密资产普遍面临通胀压力的环境下，这种通缩模型更容易获得长线资金的青睐。 更值得留意的是生态层面的实质进展。X Layer 主网锁仓量已突破 1 亿美元，且并非停留在概念阶段，而是有真实的应用在链上运转。主网活跃度往往被视为资产价值的试金石，当生态数据逐步累积，市场对代币的定价逻辑也会从纯交易转向基本面考量。 不过，当前价格上行的同时，日成交额仅约 1930 万美元，呈现出量缩价升的状态。资金集中度较高意99.3% of x402 agent payment volume settled in USDC last quarter, per Circle's own Q2 numbers.
The measured agent economy is running on one issuer's balance sheet.
That is a concentration risk, and it is separate from the settlement question. A payment can clear and the counterparty can still fail to deliver.
Yellow handles escrow, clearing and dispute resolution independent of which asset settles the payment.#PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest #IranSanctionsAndTalks doesn't automatically mean cheap oil. Even if diplomacy lowers the geopolitical premium, tougher US sanctions could still restrict Iranian barrels, payments and buyers. That creates an unusual setup where tensions cool but supply stays tight. For markets, the details matter more than the handshake. If shipping improves without oil flows recovering, inflation may remain stubborn anyway. Peace headlines could arrive long before the economic pressure actually disappears.Is $ETH really going to repeat last year's script? Last year it quickly surged from 1400 to 2800, breaking away from the bottom, then retraced to 2100 and held the major support at 2000, followed by a long period of accumulation, shakeout, and rally. Is this year going to follow the same pattern? Now it’s stuck firmly at 2400 and won’t drop. Looking at this trend, I even want to go all in long, with a stop loss at 2400 that won’t get triggered. It feels like it could directly surge to 3000, then pull back to 2200?
Xiao Ai is also feeling mixed emotions watching this market. In the screenshot, this guy opened a 100x short at 2361, now the price is 2450, floating loss nearly -380%, still stubbornly holding on waiting for a pullback—really licking the blade.
Back to the market, ETH violently surged 600 points this week without a retracement, which really resembles last year’s bottom breakout rally. But Xiao Ai thinks chasing longs now has very low cost-effectiveness. BTC is still hovering around the 80,000 mark, PCE has pushed the rate hike probability to 42%, and Wash’s speech tonight is hawkish but vague. Plus, before the gamma unload of tens of billions in options expiring on 8/28, volatility premium is extremely high. 2400 looks like a solid bottom, but if macro conditions sneeze a bit, there could be a spike down to 2200 to shake out longs before going up to 3000. High-leverage longs and shorts will both get wiped out.
Don’t let FOMO cloud your judgment at this level, and don’t short 100x against the trend like in the screenshot. Wait for macro clarity and options settlement, then find support levels to enter with low leverage. Defense is always more important than blindly guessing tops and bottoms.
BTC #ETH #OKXPlanet #XiaoAiMarketWatch $BTC recently surged back near $80,000 but has bounced around several times without holding steady.
The US spot Bitcoin ETF has seen net inflows for 7 consecutive trading days, with $314 million bought on August 25, of which BlackRock's IBIT alone accounted for 90%.
Money keeps buying, so why isn't the price moving?
Because this rally from around $64,000 to $80,000 happened too fast. Early buyers at lower levels are seeing their break-even points, and short-term funds are taking profits and selling. The ETF is slowly absorbing supply, but sellers keep pressing down, balancing each other out, so the price naturally gets stuck here.
The market is also a bit overheated. BTC's daily RSI once hit 82.9, already squeezing into the overbought zone short-term. However, the weekly RSI is only 58.3, not yet at the crazy levels seen in the late bull market.
Next, I will watch two key levels.
On the downside, watch $77,000; if it holds, there’s still a chance to grind toward $80,000. More importantly on the upside is $83,000, near the 365-day moving average. Only a volume-backed break and hold above this can confirm this rebound has truly become a trend.
If it repeatedly fails to break $80,000 and falls below $77,000, short-term profit-taking might accelerate, and a pullback to $73,000 wouldn’t be surprising.
#美国核心PCE持平上月，沃什杰克逊霍尔讲话如何定调？ The smarter AI gets, the more valuable cybersecurity companies become?
Last night, both $CRWD and $OKTA strengthened after their earnings reports. CrowdStrike's quarterly revenue was about $1.47 billion, up 26% year-over-year, with ARR reaching $5.84 billion; Okta's quarterly revenue was $805 million, up 11% year-over-year, and it raised its full-year forecast.
The logic is actually not complicated: in the future, companies will manage not only employee accounts but also a large number of AI Agents. Agents can read emails, query databases, and call APIs, but "who they are, what they can access, and their permission levels" will become new security issues.
So now I am more focused on $CRWD, $OKTA, PANW, and ZS. The more widespread AI Agents become, the stronger the demand for identity authentication, endpoint security, and access control will be.
However, I won’t chase the big surge right after the earnings. What really needs to be watched next is whether ARR, RPO, and large customer contracts can continue to accelerate. If this logic is fulfilled for several consecutive quarters, AI Security might become a more independent main theme within AI software.
#美国核心PCE持平上月，沃什杰克逊霍尔讲话如何定调？
#财报观察员：英伟达超预期，软件收入开始兑现
#Meta巨额和解后股价走高，风险定价重估 Gold holding near record highs after breaking above $4,600/oz puts the bull case at an important test. Citi’s $4,800 near-term target and $5,000 longer-term target are shaping market expectations, but the more important signal is whether capital continues to follow the narrative. Gold ETFs added more than 28 tonnes last week, while a Fidelity International manager rapidly increased exposure to the fund’s 5% limit. Financial inflows can keep momentum strong, but sustained physical demand may ultiWarning: $SPX may be on the verge of a 20% pullback
Since the end of 2025, $SPX has been forming an expanding triangle pattern:
Higher highs, lower lows, and increasingly wider volatility ranges.
There have been 6 key touches so far, with the 6th rejection occurring near the resistance level at 7,820.
If the 7th touch confirms a downward breakout, the next target could be around 6,100–6,200 — about 20% below the recent high.
What’s even more concerning:
This market rally is largely riding on a single stock — $NVDA.
$NVDA now accounts for about 7.5% of $SPX’s weighting, while the top 10 giants combined make up about 38%.
In other words, it looks like the whole market is rising, but in reality, a few tech giants are propping up the entire index.
On August 26, after $NVDA released its earnings report, market sentiment remained bullish, but the index did not show significant follow-through.
This is the risk point I’m most focused on:
Once $NVDA starts to truly weaken, the fragile structure of $SPX could quickly be exposed.
There have been similar scenarios in history:
2018 → Market structure tightened → $SPX dropped about 20%
2022 → High inflation persisted → $SPX dropped about 25%
Now, a similar structure is re-emerging.
#DailyOrbit Oil Prices Are Telling a Different Story 🛢️
The wildest part tonight isn’t the expanding U.S. sanctions list—it’s that oil prices keep falling every time another page gets added.
Digital assets, gold, shipping, and Iranian oil are all caught up in the latest secondary sanctions. With talk of “zero leakage,” you’d expect $CL and $BZ to explode higher.#PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest $BTC
This round of BTC's rise is driven by "short squeeze ignition + ETF/spot real capital relay," currently resembling a phase recovery rather than a top; however, it has entered a critical supply testing phase.
Currently, focus on three key levels:
Around 70.4K: Core defense/short-term holder cost zone; holding this means the overall bullish structure remains intact.
80–83K: First layer of supply absorption test.
83–86K: The real battleground between bulls and bears, also a resonance pressure zone involving various on-chain costs, chip supply, order books, and derivatives structures.
Next, don't guess the top; watch the capital:
ETF continues inflow + Spot CVD/large buy orders strong + sell walls gradually eaten + OI/Funding not overheated → leans toward a genuine breakout.
Price surges, but spot weakens + sell walls increase + OI/Funding spikes → beware of false breakout and phase top.
Current judgment: 🟡 Slightly bullish, testing supply rather than confirming a top. Only a firm stand and absorption at 83–86K means further upward space is opened.
Personal research sharing, not investment advice #BTC surge and pullback, options expiration amplifies key level battle
I am Brother Ci. After BTC surged to 80000 and then pulled back, the concentrated options expiration amplified the key level battle. On August 28, about $6.44 billion worth of BTC options will expire, with some positions distributed between 75000 and 80000. Both bulls and bears will make moves in the last two days.
K33 research shows that this round of rally included the largest single-day short squeeze on record. Futures open interest then declined, indicating that short covering was a major driving force behind the earlier gains. ETFs had a net inflow of $1.92 billion last week; incremental funds are entering the market, but the rapid price surge also increased holders' willingness to realize profits. The short squeeze effect is weakening. Whether ETFs and spot buying can continue to absorb high-level selling will determine if this rally is a trend recovery or a temporary rebound.
The direction hasn't changed, but the rhythm is shifting. Brother Ci has finished speaking; savor it carefully. $BTC $ETH $SOL Strategy Logic Explanation 001 Entry After the US stock market opens (09:30 Eastern Time), determine the direction at the close of the first 30-minute candlestick (09:30–10:00). If this candlestick closes bullish, short at the open of the second 30-minute candlestick (10:00–10:30); if it closes bearish, go long; if it closes flat, do not trade that day. Holding and Exit Hold the position for 2 thirty-minute candlesticks after entry, and unconditionally close the position at the close of the second candlestick (11:00). No other stop loss or take profit is set. Daily Reset Automatically reset status at 00:00 Eastern Time, and start a new trading day. Backtest Results: 7 days: Win rate 75% 6/8. Total profit and loss 0.19%. 30 days: Win rate 58.06% 18/31. Total profit and loss 0.17%. 90 days: Win rate 53.85% 49/91. Total profit and loss 0.58%. 365 days: Win rate 51.64% 189/366. Total profit and loss 2.13%. Since inception: Win rate 54.73% 1801/3291. Total profit and loss 6.23%. Losing badly, daily strategy sharing. Feel free to leave comments if you have ideas, I will backtest and share.$BTC $ETH $SOL
This Friday (8/28 16:00 Beijing time), Deribit has 81,700 BTC options expiring, with a notional value of about $6.4 billion. This week’s volatility ceiling is fully maxed out.
The bullish positions fill the screen, with huge chips locked at strike prices 75,000 (236 million) and 80,000 (157 million); but the maximum pain point is at 68,000, over 10,000 dollars away from the current price of 78,500 — leaving room for mutual harvesting both ways.
It’s not a solo fight: PCE didn’t clear the way for rate cuts, the Fed raised the long bond repo cap to 4 billion, Nvidia’s earnings just came out, and Friday’s Wash Jackson Hole debut takes over. Macro variables push the intensity of the game to the peak.
Don’t expect a mild move. First, a spike to chase shorts, then a reversal spike to sweep longs, a two-way shakeout can happen anytime. Options don’t set direction, they just amplify every bit of volatility several times over.
Those all-in chasing highs are the easiest to become the fattest piece of meat in this $6.4 billion reshuffle.
#美国核心PCE持平上月，沃什杰克逊霍尔讲话如何定调？ #美国核心PCE持平上月，沃什杰克逊霍尔讲话如何定调？
US July core PCE year-on-year 3.3%, month-on-month 0.2%, unchanged from June and in line with expectations, but overall PCE year-on-year 3.7% remains above the 2% target. Once the data was released, the probability of a rate hike in September rose from 36% to 42%, and BTC briefly fell below 78,000.
On Friday (8/28 Beijing time 22:00) is the debut speech of Waller at Jackson Hole; the market should not expect a clear path—since taking office in May, he has clearly cut forward guidance and will not provide a dot plot, his style is to "let the market price based on data."
Three tone-setting scenarios:
• Ambiguous hawkish (base case): Reiterate no easing before inflation returns to 2%, keep the option to raise rates, but do not preview September moves. BTC continues to rub against the 75,000–80,000 option pain zone, waiting for the $6.4 billion Deribit options to expire and unload gamma at 08:00 UTC on 8/28.
• Hawkish confirmation: Explicitly state inflation stickiness requires further tightening, 2Y US Treasury yields surge above 4.3%, risk assets under pressure, BTC first tests the 75,000 bullish concentrated exercise zone.
• Unexpected easing: Mention weakening consumption, hint at holding steady for the year, sentiment rebounds to retake 80,000, but LTH selling pressure will cap the upside.
For BTC, Waller's "non-committal" stance itself is a volatility premiumThe cleaner signal today is not BTC's dip below $80,000, but the relative strength beneath it. With ETH up 1.21% and SOL up 4.02% while BTC slips 0.48%, risk appetite looks to be broadening rather than leaving crypto.
My stance is that this rotation can persist near term, but BTC still sets the ceiling for the wider market. Until it reclaims $80,000 with conviction, strength in higher-beta assets is tactical, not confirmation of a durable expansion.
Just my read, not advice.兄弟们，大饼这两天在8万门口演了一出反复拉扯的戏。 8月25日BTC一度冲上81266美元，时隔三个月重返8万上方。但没站住，快速回落至79000附近。8月27日进一步下探，目前在77760-78000区间震荡，日内最低触及77705。从8月迄今涨超28%的背景下，这是一次典型的冲高回落、高位换手。 为什么会回调？两股力量在压盘。 第一，PCE数据超预期，加息预期小幅回升。 美国7月PCE物价指数同比3.7%，高于市场预期的3.6%。利率期货隐含9月加息概率从一个月前的55%回落，但数据公布后仍维持在38%左右。美元指数同步走强至近八日最高。宏观逆风虽然不大，但在8万关口这个敏感位置，足以触发短线获利盘兑现。 第二，重返8万下方触发了“持仓去杠杆与止盈盘同步出清”。8月这波从62000拉到81000的急涨，积累了大量的短线浮盈。一旦价格在8万附近滞涨，获利盘集中涌出，叠加部分杠杆多头主动平仓，价格就快速回踩至78000附近。 但更大的变量在周五——64亿美元期权到期，才是8万关口反复拉锯的真正推手。 Deribit数据显示，约81,700份比特币期权合约（名义价值约64亿美元）将于北京Oil Prices Are Telling a Different Story 🛢️
The wildest part tonight isn’t the expanding U.S. sanctions list—it’s that oil prices keep falling every time another page gets added.
Digital assets, gold, shipping, and Iranian oil are all caught up in the latest secondary sanctions. With talk of “zero leakage,” you’d expect $CL and $BZ to explode higher.
Instead, both dropped more than 4%.
#DailyOrbit $BTC $ETH $HYPE
#PCE landed, the rate cut dream is delayed again, Friday is the real big test.
Last night July PCE: core month-on-month 0.2%, year-on-year 3.3%, met expectations; overall month-on-month 0.2%, year-on-year 3.7%, slightly higher than expected.
Not exactly good news, but the core didn’t explode, BTC probed 78,000 then stabilized, the market showed no big moves.
However, 3.3% is still far from the Fed’s 2% target, the probability of a rate hike in September actually rose from 36% to 42%, so don’t expect rate cuts in the short term.
The Fed raised the single repo limit on long bonds from 2 billion to at least 4 billion, but the market is waiting for Friday (8/28) Jackson Hole debut—hawkish or dovish, that will determine the adjustments for the next few months.
PCE is just the prelude, the Jackson speech is the decisive battle. Stay light during the volatile period, preserve capital.
I’m holding my $BTC position, watching if Friday will give a chance for a sharp drop.
PS: Personal opinion, not investment advice, profit and loss on your own. $BTC surged then pulled back, with options expiry amplifying the key level battle
BTC rallied from around 62,000 to above 81,000 within a week, hitting a high of 81,272 on Monday, then retraced from the high. The current price is hovering between 78,800 and 79,000. The failure to hold above 80,000 and the subsequent pullback is not a reversal but a chip exchange before the key level.
What truly turned 80,000 into a "battlefield" was the Deribit monthly options expiry at 08:00 UTC on Friday—about 81,700 BTC contracts with a notional principal of $6.44 billion, accounting for nearly 20% of the exchange's open interest.
• 75,000 call options concentrated at $236 million notional
• 80,000 call options concentrated at $157 million notional
• Put/Call ratio 0.83, call positions heavily skewed, but many are spreads/covered/hedged, not purely bullish
The market makers’ gamma hedging logic is simple: as the price oscillates between 75,000 and 80,000, they trade in the opposite direction to "absorb" the price near dense strike prices; once the price breaks above 80,000 or falls below 75,000 with volume, the hedging direction flips, and volatility is amplified like an accelerator.
So the "spike—pullback—spike again" pattern seen these days is not the main players acting erratically, but mechanical friction before options expiry. #BTC冲高回落，期权到期放大关口博弈 #财报观察员：英伟达超预期，软件收入开始兑现 In the previous SOL-led market rally, it was more about the transfer of existing funds within the crypto space, jumping from the heavy ETH vehicle to the lighter and faster SOL vehicle. The funds brought by BTC did not spill over into other assets; BTC.D has been rising steadily since 2022. BTC is BTC, the crypto space is the crypto space, and the total amount of on-chain funds has increased very little.
However, if we think about this current market cycle, I might boldly hypothesize a new situation. High-quality assets within the crypto space may find new external liquidity. Whether trading or investing, we should pay more attention to anomalies—when prices should rise but don’t, or should fall but don’t—these provide more information than simply watching price movements.
The biggest anomaly in this cycle is that assets like Hype and Zec have continued to rise during the BTC bear market cycle, and not only have they risen in a BTC downtrend environment, but they have also reached new highs while BTC is declining. Such a phenomenon has never happened in previous cycles; even the last SOL rally started in sync with BTC, not during BTC’s downtrend.
This anomaly may set the tone for the entire cycle. After BTC’s recent rally, the coins that have surged the most are those with cash flow and buybacks, like Pump and Lit. This cycle requires attention to what kinds of assets fit the tradfi aesthetic, whether the products can be profitable, and whether there is a correlation between profitability and the coin.
The animal spirit on-chain will return, possibly in the form of memes or something new. These opportunities will create the most insane multiples but usually occur in the mid to late stages of a bull market. Assuming we are at the start of a bull market now, I would choose to hold tightly to core assets and not be easily shaken off. Play with small positions on-chain to keep your senses sharp. On Wednesday Eastern Time, the three major U.S. stock indexes closed slightly lower. The latest U.S. PCE inflation data was slightly higher than expected, and many investors chose to temporarily wait and see ahead of the earnings report from Nvidia, a bellwether in the AI field. Data released by the U.S. Department of Commerce showed that the PCE rose 3.7% year-on-year in July, slightly above market expectations, with core PCE up 3.3%. The PCE price index rose 0.2% month-on-month in July, higher than the expected 0.1%; core PCE also rose 0.2% month-on-month, compared to 0.1% in June. Meanwhile, Nvidia announced its fiscal 2027 second-quarter results, with both revenue and earnings guidance exceeding market expectations. On Thursday Beijing time, Nvidia's U.S. stock rose more than 4% after hours, once rising over 5%. Earlier, it had fallen about 3%. #伊阿敲定临时航道，美对伊制裁加码
Latest data
Brent crude oil fluctuated slightly, with no violent surge; $BTC 80572, $ETH 2494, $SOL $100.6, overall market sentiment remains cautious, with funds prioritizing Jackson Hole speeches.
Market consensus
The opening of the temporary channel eases shipping panic, but increased sanctions add risks to the situation, leaving uncertainty whether oil prices will again trigger inflation expectations.
Underlying logic analysis
Simply put, the situation has entered a stalemate: the channel is temporarily open, temporarily lifting the extreme black swan of the strait blockade; the US abandons military means in favor of economic pressure, so the conflict won't end quickly, but the probability of a major war outbreak decreases. Geopolitics is unlikely to produce a one-sided trend, more likely pulse-like disturbances that won't change the main logic of the crypto market.
Personal view (personally leaning towards a slow return of the bull market, just a personal opinion, not investment advice)
No need to aggressively open positions based on geopolitical news; most events cause short-term spikes. Keep control, maintain position size, and focus on Federal Reserve officials' statements.Currently, the daily structure of WTI crude oil still does not show a clear main direction. If the fundamentals turn cold in the second half of the week, WTI crude oil may enter a consolidation trend. As for the final direction, it still requires waiting for definitive news impact.
In terms of operations, aggressive traders can conduct short-term long positions at the low end and short positions at the high end within the range. However, the range has also expanded, increasing short-term volatility risks, even though short-term trading around the range is still possible.
For the intraday range, pay attention to resistance around 82.5-83 on the upside, the middle band at 81.3-81, and the lower boundary at 80-79.7. Aggressive traders can temporarily conduct short-term long positions at the low end and short positions at the high end within the above range, but must also be vigilant against potential news impacts at any time. $XAU $BTC has pulled back from over 60,000 to 80,000 in just over a month, but why do I still feel this bear market isn't over, or that this isn't really a bull market?
My judgment hasn't changed so far: I think there's a high probability of another deeper pullback ahead, possibly even seeing 60,000 again; but this time it might not drop back to 50,000, and instead could form a true Higher Low for this cycle.
Recently, BTC has indeed been very strong in this run.
In the previous 30 years, US Treasury yields dropped from above 5.3%, the dollar eased a bit, plus ETFs started flowing back in, and the short positions had piled up too heavily—this rally directly blew out many shorts.
The market had been under pressure for so long, finally finding an outlet, rallying from around 60K all the way to 80K, which makes perfect sense to me.
But here’s a problem: this rally has now reached what I consider the toughest segment.
I currently see the 82K–85K range as a very important resistance zone for this rally.
On one hand, 80K is a major round number; above that, 83K–85K is close to the trading and trapped position area left from the late January drop this year. Back then, BTC hovered around 84K before plunging directly to 75K or even lower, so naturally, there will be a batch of holders wanting to break even in this zone.
Plus, this rally from around 60K has been very fast.
So I’m not expecting it to shoot straight up to 90K in one go.
What I want to see is: after failing to break through around 82K–85K, where will the first proper daily/weekly correction find support?
First, look near 75K.
If it can hold there and then break above 85K again, the structure looks very good: 60K → 85K → 75K → new high.
That’s a very standard Higher Low.
But I’m actually thinking one level deeper.
If the four-year cycle is still valid this time, the September–October window hasn’t passed yet. That means even if 60K was the lowest price before, it’s still entirely possible to revisit 62K–68K for a higher low before truly ending this bear market.
This is actually the scenario I lean towards now: a price bottom near 60K → a strong rebound above 80K → a big pullback around September → a Higher Low formed above 60K → then a new cycle begins.
So I won’t declare the bear market over just because BTC has reclaimed 80K.
Likewise, I won’t start aggressively shorting now based on the “four-year cycle bottom in October” narrative.
Both extremes are too much.
What I want to see most in September are two things: whether the 82K–85K range can truly be broken through,
and where the first major pullback will stop—at 75K or back down to 60K–65K.
If by October BTC refuses to deeply correct and holds firmly above 85K, I’ll admit that the previous 50K–60K range likely completed the bottom for this cycle.
But at this point, I prefer to wait.
I think the bear market still has one last leg down.
And if that leg stops above 60K without breaking the previous low, I’ll be even more willing to believe it’s the true bottom than when I first saw 60K.Bitcoin (BTC) and Ethereum (ETH) Performance Outlook (Based on Market Conditions Around August 27, 2026)
1. Core Macro Background Combined with Global Market Information: The U.S. Treasury expands long-term bond repurchases → long-term yields decline + dollar weakens → "devaluation trade" heats up, benefiting both gold and Bitcoin. U.S. stocks perform moderately, crypto strengthens relatively independently.
2. Correlation Between Bitcoin & Ethereum and Global Assets
• With Gold: Correlation significantly rises, both benefiting from fiscal concerns and improved liquidity expectations.
• With U.S. Treasuries/Dollar: Usually favorable when yields fall and the dollar weakens; otherwise under pressure.
• With U.S. Stocks: Short-term correlation is low; crypto follows macro liquidity and its own capital flows (ETFs) more.
• Key Variable: The Jackson Hole meeting (especially statements by Federal Reserve Chairman Kevin Warsh) will determine short-term risk appetite.
3. Three Possible Scenarios for Upcoming Trends (Considering Global Markets)
1. Bullish Continuation Scenario (Probability about 40%)
Trigger: Jackson Hole statements are dovish or neutral to loose, ETF inflows continue, dollar/yields do not rebound significantly.
• BTC: Reclaims $80,000, target $82,000–$85,000, or even higher.
• ETH: Breaks through $2,550–$2,600, target $2,700–$2,900.
Global linkage: Gold strengthens simultaneously, U.S. stocks rebound, risk appetite rises.
2. High-level Consolidation/Healthy Correction Scenario (Probability about 45%, current main scenario)
Trigger: Neutral meeting statements, profit-taking continues, macro data unclear.
• BTC: Fluctuates repeatedly between $77,000–$81,000, digesting overbought conditions.
• ETH: Consolidates between $2,400–$2,550.
Global linkage: U.S. stocks continue high-level consolidation, gold also consolidates, overall market awaits clearer signals.
3. Deepened Correction Scenario (Probability about 15%)
Trigger: Warsh’s statements are hawkish, yields/dollar rise significantly, or ETF inflows slow markedly.
• BTC: Falls below $77,000, tests $75,000–$76,000.
• ETH: Drops below $2,400, approaches $2,250–$2,350.
Global linkage: U.S. stocks under pressure, gold corrects, risk assets cool down overall.
4. Key Observation Windows and Priority Drivers
1. Jackson Hole Meeting (August 27–29) — Highest Priority
Warsh’s first speech as chairman, no historical precedent for the market, risks in both directions are large. Dovish → positive for crypto; hawkish → short-term pressure.
2. Spot ETF Capital Flows
Continuous inflows are the core support independent of U.S. stocks in this round. If inflows slow, consolidation will lengthen.
3. U.S. Treasury Yields and Dollar Trends
If long-term yields rise again or the dollar rebounds strongly, it will weaken the "devaluation trade" logic.
4. Technicals
BTC $80,000 and ETH $2,500 are short-term bull-bear dividing lines. Effective breakouts open upward space; failure leads to deeper consolidation.
5. Comprehensive Judgment
From a global market perspective, Bitcoin and Ethereum are currently in a resonance phase of "improved macro liquidity + own capital support," with stronger linkage to gold than to U.S. stocks. The most likely short-term path is high-level consolidation digesting overbought conditions, awaiting directional signals from the Jackson Hole meeting.
Medium term (next few weeks to 1–2 months) structure remains bullish, provided ETF inflows continue uninterrupted and no obvious macro tightening signals appear. If risk appetite rises after the meeting, BTC is expected to challenge higher levels again, and ETH has the opportunity to continue outperforming relatively.
#美国核心PCE持平上月，沃什杰克逊霍尔讲话如何定调？ $BTC If the Federal Reserve raises interest rates later, it often opens a window for consecutive hikes. It's difficult to open a rate hike window when the economy is good and economic data is not overheated. The upcoming period actually creates a relatively stable environment for the market, increasing the probability of good assets moving upward. $BTC $SNDK